FINS Institutional Ownership & Shareholders
ANGEL OAK FINANC STRAT INC (FINS) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $292.53M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of FINS tracked by InsiderSet, reporting ownership valued at approximately $140.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $131.77M, representing an estimated loss of -6.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed FINS value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Karpus Management, Inc., Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ANGEL OAK FINANC STRAT INC (FINS).
This page ranks the largest institutional FINS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$292.53M
Largest Holder
Sit Investment Associates Inc
Largest Position
$140.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2.66% | 10,962,663 | $140,322,000 | $131,771,209 | -$8,550,791 | -6.09% | |
| Karpus Management, Inc. | 1.71% | 4,654,677 | $59,579,866 | $55,949,218 | -$3,630,648 | -6.09% | |
| Wells Fargo & Company/Mn | 0.00% | 1,290,468 | $16,517,998 | $15,511,425 | -$1,006,573 | -6.09% | |
| Atlas Wealth Llc | 2.01% | 1,100,004 | $14,080,051 | $13,222,048 | -$858,003 | -6.09% | |
| Ubs Group Ag | 0.00% | 707,959 | $9,061,875 | $8,509,667 | -$552,208 | -6.09% | |
| Morgan Stanley | 0.00% | 627,001 | $8,025,617 | $7,536,552 | -$489,065 | -6.09% | |
| Nations Financial Group Inc | 0.30% | 484,445 | $6,200,896 | $5,823,029 | -$377,867 | -6.09% | |
| Royal Bank Of Canada | 0.00% | 417,457 | $5,343,000 | $5,017,833 | -$325,167 | -6.09% | |
| Stifel Financial Corp | 0.00% | 383,477 | $4,908,505 | $4,609,394 | -$299,111 | -6.09% | |
| Envestnet Asset Management Inc | 0.00% | 300,777 | $3,849,949 | $3,615,340 | -$234,609 | -6.09% | |
| Riverbridge Partners Llc | 0.08% | 235,363 | $3,012,646 | $2,829,063 | -$183,583 | -6.09% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.87% | 222,390 | $2,846,592 | $2,673,128 | -$173,464 | -6.09% | |
| Noble Wealth Management Pbc | 1.26% | 229,140 | $2,733,640 | $2,754,263 | +$20,623 | +0.75% | |
| First Trust Advisors Lp | 0.00% | 203,462 | $2,604,313 | $2,445,613 | -$158,700 | -6.09% | |
| Lpl Financial Llc | 0.00% | 180,224 | $2,306,862 | $2,166,292 | -$140,570 | -6.09% | |
| Closed-End Fund Advisors, Inc. | 1.49% | 118,848 | $1,521,254 | $1,428,553 | -$92,701 | -6.09% | |
| Dakota Wealth Management | 0.02% | 77,835 | $1,020,417 | $935,577 | -$84,840 | -8.31% | |
| Osaic Holdings, Inc. | 0.00% | 76,348 | $977,260 | $917,703 | -$59,557 | -6.09% | |
| Focus Partners Wealth | 0.00% | 73,779 | $944,372 | $886,824 | -$57,548 | -6.09% | |
| Raymond James Financial Inc | 0.00% | 73,346 | $938,832 | $881,619 | -$57,213 | -6.09% | |
| &Partners | 0.00% | 56,376 | $721,613 | $677,640 | -$43,973 | -6.09% | |
| Twelve Points Wealth Management Llc | 0.12% | 53,450 | $634,986 | $642,469 | +$7,483 | +1.18% | |
| Cetera Investment Advisers | 0.00% | 43,462 | $556,308 | $522,413 | -$33,895 | -6.09% | |
| Invesco Ltd. | 0.00% | 42,333 | $541,862 | $508,843 | -$33,019 | -6.09% | |
| Corient Private Wealth Llc | 0.00% | 40,666 | $520,525 | $488,805 | -$31,720 | -6.09% | |
| Choreo, Llc | 0.00% | 30,016 | $358,091 | $360,792 | +$2,701 | +0.75% | |
| Summit Asset Management, Llc | 0.04% | 26,000 | $332,800 | $312,520 | -$20,280 | -6.09% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 24,370 | $289,759 | $292,927 | +$3,168 | +1.09% | |
| Live Oak Private Wealth Llc | 0.03% | 21,670 | $258,523 | $260,473 | +$1,950 | +0.75% | |
| Rockefeller Capital Management L.P. | 0.00% | 19,858 | $254,193 | $238,693 | -$15,500 | -6.10% | |
| Mayflower Financial Advisors, Llc | 0.02% | 18,700 | $239,360 | $224,774 | -$14,586 | -6.09% | |
| Chicago Partners Investment Group Llc | 0.00% | 16,566 | $193,657 | $199,123 | +$5,466 | +2.82% | |
| Susquehanna International Group, Llp | 0.00% | 11,303 | $144,678 | $135,862 | -$8,816 | -6.09% | |
| Private Advisor Group, Llc | 0.00% | 11,039 | $141,299 | $132,689 | -$8,610 | -6.09% | |
| Citadel Advisors Llc | 0.00% | 10,859 | $138,995 | $130,525 | -$8,470 | -6.09% | |
| Mariner, Llc | 0.00% | 10,001 | $128,013 | $120,212 | -$7,801 | -6.09% | |
| Arax Advisory Partners | 0.00% | 9,084 | $116,275 | $109,190 | -$7,085 | -6.09% | |
| Fifth Third Bancorp | 0.00% | 4,446 | $56,909 | $53,441 | -$3,468 | -6.09% | |
| Mountain Hill Investment Partners Corp. | 0.03% | 4,333 | $51,693 | $52,083 | +$390 | +0.75% | |
| Ifg Advisory, Llc | 0.00% | 4,009 | $51,316 | $48,188 | -$3,128 | -6.10% | |
| N.E.W. Advisory Services Llc | 0.00% | 357 | $4,570 | $4,291 | -$279 | -6.10% | |
| Highline Wealth Partners Llc | 0.00% | 300 | $3,579 | $3,606 | +$27 | +0.75% |
Frequently asked questions about FINS
Who are the largest institutional holders of FINS?
The largest institutional holders of FINS reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Karpus Management, Inc., Wells Fargo & Company/Mn, Atlas Wealth Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported FINS position.
What is FINS institutional ownership?
This page tracks FINS positions reported by institutional investment managers through SEC Form 13F. ANGEL OAK FINANC STRAT INC (FINS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FINS?
InsiderSet currently tracks 42 institutional managers reporting FINS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FINS shareholders.
How much FINS stock do institutions own?
Institutional investment managers disclosed approximately $292.53M in FINS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FINS institutional ownership last updated?
The latest FINS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FINS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FINS position after the reporting date.
Are institutions buying or selling FINS?
Institutional buying and selling can be analyzed by comparing FINS positions across consecutive 13F reporting periods. InsiderSet's FINS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FINS ownership changes.
How has FINS institutional ownership changed over time?
InsiderSet tracks FINS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.